Thomson Reuters stock analysis
Thomson Reuters (0Q89) Share Price & Analysis
0Q89 Stock Chart & Stats
- Day’s Range
- CAD 154.01 - CAD 155.40
- 52-Week Range
- CAD 108.69 - CAD 194.77
- Previous Close
- CAD 153.08
- Volume
- N/A
- Average Volume (3M)
- 771
- Market Cap
- CAD 66.63B
- Enterprise Value
- CAD 63.54B
- Total Cash (Recent Filing)
- CAD 1.53B
- Total Debt (Recent Filing)
- CAD 3.79B
- Price to Earnings (P/E)
- 30.4
- Beta
- 0.03
- Next Earnings
- Feb 11, 2027 (Est.)
- EPS Estimate
- 1.64
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 3.62%
Bulls Say, Bears Say
Bulls Say
Recurring Subscription Model
Subscription contracts and workflow software create recurring revenue tied to professional customers’ ongoing operations. Renewal activity, pricing, and cross-selling can deepen customer dependence on Thomson Reuters platforms, supporting durable revenue visibility and cash generation over multiple quarters.
Profitability And Cash Generation
Consistently strong margins indicate the company can convert specialized content and software into substantial operating earnings. Positive free cash flow provides resources for product investment, acquisitions, debt management, and shareholder returns while supporting resilience through normal business fluctuations.
GenAI Product Momentum
Rapid growth in GenAI-enabled contract value and engagement suggests AI products are becoming embedded in customer workflows rather than remaining experimental. CoCounsel adoption can strengthen Thomson Reuters’ competitive position, support premium monetization, and expand long-term growth across professional markets.
Bears Say
Free Cash Flow Conversion Pressure
Although cash generation remains positive, weaker TTM free cash flow growth and sub-one-times EBIT conversion indicate that accounting earnings are translating into cash less efficiently. If sustained, this could constrain reinvestment, acquisitions, debt reduction, or shareholder distributions.
Reduced Balance-Sheet Flexibility
Moderate leverage is currently manageable, but rising debt combined with a modest equity decline leaves less financial flexibility than before. Persistent leverage increases could raise interest burdens and reduce the company’s capacity to absorb operating pressure or fund strategic initiatives internally.
Margin Pressure From AI Investment
The transition toward AI-enabled products is already adding LLM, integration, severance, and acquisition-related costs. Even with pricing and model optimization, these pressures may limit near-term margin expansion and make profitability depend on successful monetization and operating scale.
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Thomson Reuters Stock Smart Score
Company Description
Thomson Reuters
Thomson Reuters Corporation delivers business information services globally, spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company organizes its operations into five main divisions. Its Legal Professionals segment offers advanced research and integrated workflow platforms, blending content, analytical tools, and solutions for legal firms and government bodies. The Corporates segment caters to legal, tax, regulatory, compliance, and IT specialists with technology-enabled solutions rich in specialized content. For Tax & Accounting Professionals, the company provides research and workflow products aimed at automating tax processes for those in accounting, tax, and auditing. The Reuters News segment distributes business, financial, and international news to media organizations, industry professionals, and the general public via its news agency and organized events. Finally, the Global Print segment supplies legal and tax resources predominantly in physical print format to legal and tax experts, governmental agencies, law schools, and corporations. Established in 1851, the firm was formerly known as The Thomson Corporation before changing its name to Thomson Reuters Corporation in April 2008. It is headquartered in Toronto, Canada, and operates as a subsidiary of The Woodbridge Company Limited.
- Sector
- Industrials
- Industry
- Specialty Business Services
- CEO
- Stephen John Hasker
- Employees
- 27,100
- Website
- www.thomsonreuters.com
- Address
- 333 Bay Street, Toronto, ON, M5H 3H1, CA
Thomson Reuters (0Q89) Earnings & Revenues
0Q89 Company Deck
0Q89 Earnings Call
Earnings Call SentimentPositive
The call was strongly positive overall. The company reported 10% organic revenue growth, raised its 2026 revenue outlook, delivered double-digit growth across the Big 3, and highlighted strong adoption and engagement for next-generation CoCounsel products, expanding GenAI-enabled ACV, Pagero growth, and a robust balance sheet. The principal challenges were lower free cash flow, margin pressure from severance, LLM costs, M&A, and investment, slower government and international growth, and expected fourth-quarter moderation in Reuters and transactional revenue. Management characterized these pressures as manageable while emphasizing continued operating leverage and substantial AI-driven growth opportunities.
View all GB:0Q89 earnings summaries0Q89 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 10 | 4 | 8 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 6 | 0 | 6 |










